529 College Savings Portfolio
Total Value
$0.00
Total Donations
$0.00
Total Growth
$0.00
Portfolio Allocation
Position Values
Update Portfolio Data
Import your latest Fidelity CSV to update portfolio values and track growth accurately.
📁 Import CSV File
Donation History & Attribution
+ Add Donation
Growth by Donor
Holdings Details
×
Add New Donation
Donor Name
Amount ($)
Date
Add Donation